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(k)quote Special Offer
Limited Time Only!
Get Started Now!
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Step #2: Billing Address
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* No Contract - Cancel Anytime *
12 months of (k)quote included with your order, then just $1,997 per year. You can cancel or change plans anytime by email (sales@kquote.com). I also agree to the Terms of Service and Privacy Policy (links in footer)
By providing us with your information you are consenting to the collection and use of your information in accordance with our Terms of Service and Privacy Policy.
Here's EVERYTHING You Get Access To When You Get '401(k) Launch' RIGHT NOW!
- (k)quote: 12 months of (k)quote - ($3,564 Value)
-
Fee Disclosure Roadmap (Secret 1)
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PDF Analyzer (Secret 2)
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Fee & Investment Reporting (Secret 3)
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BONUS 1: Steve "Tell All" Training ($9,997 Value)
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BONUS 2: Scaling For Growth Training (Insane Value!!!)
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Risk Free - (see below) - Peace of Mind!
Total Value: $13,561
Get It Today For Only: $1,997
What You're
Going To Get...
(k)quote
- Compare your prospect's 401(k) plan in as little as 10 minutes, using (k)quote
- Easily scale your 401(k) marketing process
- Our users SAVE 2-3 hours per RFP they run
(k)quote allows you to focus your time on acquiring leads and not getting bogged down in the sales process.
Your (k)quote account includes the following features:
- Fee Disclosure Roadmap: Get the data you need to run the RFP FASTER with the fee disclosure roadmap. No more "just working with what the sponsor happens to send you". You'll be able to give your prospect the EXACT steps to capture the data you need from many of the record keepers in the 401(k) space.
- PDF Analyzer: Use first to market technology to SCAN in the fee disclosures of your prospect's plan. This will save you TONS of time.
- Fee & Investment Reporting: Show your prospect why they should move forward with professional looking fee & investment due diligence reports. These reports take minutes to build saving you time and allowing you to focus on growing!
- Receive (k)quote's Lead List Generator & CRM!!!!!
- Most firms "ad hoc" their leads lists without realizing how important the ability to have a software specifically designed for cold calling 401(k) prospects.
- That's why we're giving you access to (k)quote's Lead List Generator & CRM!
- It'll make your notes ASSETS to your firm.
- It'll organize your leads for scale.
- It'll put you in the BEST POSITION to set meetings.
$3,564 Value
BONUS: Steve's "Tell All" Training
- How To Structure Your 1st Meeting: Join Steve as he runs you through how he structures 1st meetings.
- Recordkeeper Specific Strategies: Learn how to position yourself based on what recordkeeper your prospect is with.
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Making Sense of 401(k) Plan Pricing: Group annuity vs. mutual funds, Steve will shed light on how (and why) plans price the way they do.
- Reading Between the Lines, Fees on 5500s: Want to MASSIVELY improve your marketing? Understand how 5500s show fees (and more importantly how to interpret what they don't show to identify great prospects).
- Fiduciary Meets Marketing: Join Steve for a lively discussion with an ERISA attorney where he talks to red flags when reading 5500s and how they have fiduciary implications.
$9,997 Value
BONUS: Scaling Your Practice For Growth Training
- Fee Disclosure Advanced Training: The worst thing you can do in your sales process is misstate what your prospect is paying. Join Steve as he goes through some of the top recordkeeper's fee disclosure documents.
- How To Scale Mathematically, Perspectives on Cashflow: The issue for any company scaling up is the cost of growth. Join Steve as he discusses a unique perspective on how your practice in the 401(k) space is uniquely positioned to grow.
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To Structure Your Service Offering For Scale: Get strategies and ideas to scale your practice for growth. Who to hire, how to hire, etc!
Insane Value!!!!
BONUS: VIP ACCESS to 4 Day 401(k)
Whether you want to go through this again as a refresher OR you want to have me train your cold callers, you'll be a VIP for laser focused Q&A and coaching after our general sessions!
Insane Value!!!!
Risk Free!!!!!
You can cancel your access to (k)quote and the 401(k) Launch program anytime!!! Just email sales@kquote.com!